Latest News & Analysis
markets
From the desk of the CIO: Disruption in the age of AI
Why Morningstar’s moat framework holds in the new age of AI.
stocks
Cheap Narrow Moat ASX share continues to face negative sentiment
Earnings growth fails to excite investors worried about AI disruption.
personal-finance
Meg on SMSFs: Last word on Div 296 for a while
Why doing absolutely nothing might make more sense
etfs
Young & Invested: The currency trap catching ETF investors off guard
Why your fund’s currency exposure matters more than you think.
stocks
ASX energy giant remains cheap following record production
Impressive cost control and record production leads to higher dividend.
personal-finance
Tax tips from Mr. Taxman
In this episode of Investing Compass, we run through a few tips from Adrian Raftery’s book.
stocks
Strong results from cheap ASX share
The market responded favourably to results but shares still underpriced.
personal-finance
Where expert investors go wrong and how to avoid their fate
A study of expert investors reveals how we can all achieve better investment returns.
personal-finance
Future Focus: The case for the inefficient path to investing
I draw a clear line between investment decisions and life goals.
stocks
Anthropic’s Claude code security release is not bad news for cyber stocks
We believe cyber vendors will be able to adopt LLM’s for their benefit.
stocks
Earnings losers: TWE, GMG, SUN and more fall on weaker profits
Where companies fell short of market expectations in the third week of earnings.
funds
Blue Owl offers a harsh lesson for semiliquid fund investors
Analyzing the saga of this US private credit BDC.
stocks
ASX healthcare leader still undervalued after rally
Our view following announcement of potential spinoff.
etfs
ETF Spotlight: Finding quality exposure to global equities
Worried about the AI bubble? Stretched valuations? Increasing market concentration? This ETF may be the answer.
markets
Don’t overreact: Tariffs overturned, but fundamentals still rule
The Supreme Court strikes down the president’s use of IEEPA to implement tariffs.
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